Lead Financial Planner

West Hartford, Connecticut Direct Hire $170000 /

We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead Advisor to take ownership of an established book of 100+ client relationships
.

This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning.

This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.

• Serve as the primary advisor for high-net-worth client relationships
• Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer
• Take over and manage 100+ client relationships from firm leadership
• Build deep, long-term relationships through proactive guidance and strong follow-through
• Partner with CPAs, estate attorneys, investment teams, and other professionals
• Identify opportunities to retain, deepen, and grow client relationships
• Mentor Associate Advisors and Financial Planners
• Help improve the client experience, planning process, and service model

• 7+ years of financial planning or wealth management experience
• Experience working with high-net-worth clients
• Strong client management skills and polished communication style
• Strong understanding of holistic planning, not just investments
• Ability to explain complex strategies in a simple, confident way
• Experience mentoring junior advisors or planners preferred
• Background in an RIA, independent wealth firm, private wealth team, or planning-focused advisory environment

• Incentive compensation tied to client growth and retention
• Established book of clients from day one
• Direct exposure to firm leadership
• Opportunity to mentor and lead
• Collaborative support across investments, tax, estate, and planning
• Growth environment without heavy corporate red tape

Private Wealth / RIA Environment
Salary: $140,000-$170,000 base depending on experience+ incentive
Schedule: 100% Onsite

Location:

West Hartford, CT
CFP preferred

We’re partnering with a fast-growing private wealth management firm seeking a Lead Financial Planner / Lead Advisor to take ownership of an established book of 100+ client relationships
.

This is a strong fit for a polished, planning-first advisor who enjoys leading client relationships, building trust with high-net-worth clients, and delivering clear guidance across retirement, tax, estate, investment, and wealth transfer planning.

This is not just a servicing role. You’ll step into a visible leadership seat, work directly with sophisticated clients, mentor junior advisors, and help shape how the firm delivers advice as it continues to grow.

• Serve as the primary advisor for high-net-worth client relationships
• Lead comprehensive planning conversations across retirement, tax, estate, investments, and wealth transfer
• Take over and manage 100+ client relationships from firm leadership
• Build deep, long-term relationships through proactive guidance and strong follow-through
• Partner with CPAs, estate attorneys, investment teams, and other professionals
• Identify opportunities to retain, deepen, and grow client relationships
• Mentor Associate Advisors and Financial Planners
• Help improve the client experience, planning process, and service model

• CFP designation required
• 7+ years of financial planning or wealth management…